Tony utilizes a unique, goals-based planning approach to help guide individuals, families, and business owners towards financial independence. He prides himself on building personal relationships based on trust and the highest levels of integrity. Tony earned his Finance degree from the Pennsylvania State University. He holds the Series 7, 63, and 65 securities registrations.

Tony and his wife, Amanda, currently reside in Evergreen, CO and enjoy hiking, rock climbing, playing the guitar, and are on a quest to visit every U.S. National Park.